The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 10,762 146,704 SH   SOLE   146,704 0 0
ABBVIE INC COM 00287Y109 6,233 65,901 SH   SOLE   65,901 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,027 35,414 SH   SOLE   35,414 0 0
ADOBE SYS INC COM 00724F101 15,629 57,895 SH   SOLE   57,895 0 0
AES CORP COM 00130H105 3,165 226,104 SH   SOLE   226,104 0 0
AETNA INC NEW COM 00817Y108 9,050 44,613 SH   SOLE   44,613 0 0
ALCOA CORP COM 013872106 629 15,558 SH   SOLE   15,558 0 0
ALLERGAN PLC SHS G0177J108 3,908 20,518 SH   SOLE   20,518 0 0
ALLSTATE CORP COM 020002101 793 8,033 SH   SOLE   8,033 0 0
ALPHABET INC CAP STK CL C 02079K107 30,807 25,813 SH   SOLE   25,813 0 0
ALPHABET INC CAP STK CL A 02079K305 2,198 1,821 SH   SOLE   1,821 0 0
AMAZON COM INC COM 023135106 45,068 22,500 SH   SOLE   22,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,633 226,867 SH   SOLE   226,867 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,750 25,809 SH   SOLE   25,809 0 0
AMGEN INC COM 031162100 6,035 29,116 SH   SOLE   29,116 0 0
AMPHENOL CORP NEW CL A 032095101 3,876 41,230 SH   SOLE   41,230 0 0
ANALOG DEVICES INC COM 032654105 2,719 29,411 SH   SOLE   29,411 0 0
APPLE INC COM 037833100 43,922 194,570 SH   SOLE   194,570 0 0
APPLIED MATLS INC COM 038222105 4,548 117,672 SH   SOLE   117,672 0 0
APTIV PLC SHS G6095L109 1,299 15,487 SH   SOLE   15,487 0 0
AT&T INC COM 00206R102 7,594 226,138 SH   SOLE   226,138 0 0
BANK AMER CORP COM 060505104 19,967 677,780 SH   SOLE   677,780 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,557 89,377 SH   SOLE   89,377 0 0
BAXTER INTL INC COM 071813109 12,342 160,103 SH   SOLE   160,103 0 0
BECTON DICKINSON & CO COM 075887109 9,198 35,242 SH   SOLE   35,242 0 0
BERRY GLOBAL GROUP INC COM 08579W103 764 15,792 SH   SOLE   15,792 0 0
BEST BUY INC COM 086516101 3,619 45,608 SH   SOLE   45,608 0 0
BIOGEN INC COM 09062X103 5,047 14,284 SH   SOLE   14,284 0 0
BLOCK H & R INC COM 093671105 2,176 84,492 SH   SOLE   84,492 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,878 360,465 SH   SOLE   360,465 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,662 58,743 SH   SOLE   58,743 0 0
CANADIAN NATL RY CO COM 136375102 7,766 86,478 SH   SOLE   86,478 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,569 48,134 SH   SOLE   48,134 0 0
CARBONITE INC COM 141337105 1,266 35,517 SH   SOLE   35,517 0 0
CBRE GROUP INC CL A 12504L109 3,349 75,952 SH   SOLE   75,952 0 0
CENTURYLINK INC COM 156700106 2,939 138,637 SH   SOLE   138,637 0 0
CHURCH & DWIGHT CO INC COM 171340102 2,391 40,268 SH   SOLE   40,268 0 0
CIGNA CORPORATION COM 125509109 11,905 57,165 SH   SOLE   57,165 0 0
CIRRUS LOGIC INC COM 172755100 1,984 51,404 SH   SOLE   51,404 0 0
CISCO SYS INC COM 17275R102 7,269 149,409 SH   SOLE   149,409 0 0
CITIGROUP INC COM NEW 172967424 6,514 90,803 SH   SOLE   90,803 0 0
COCA COLA CO COM 191216100 16,263 352,099 SH   SOLE   352,099 0 0
CONOCOPHILLIPS COM 20825C104 5,105 65,958 SH   SOLE   65,958 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,827 36,300 SH   SOLE   36,300 0 0
CORELOGIC INC COM 21871D103 2,124 42,990 SH   SOLE   42,990 0 0
CSX CORP COM 126408103 4,806 64,907 SH   SOLE   64,907 0 0
CVS HEALTH CORP COM 126650100 4,999 63,499 SH   SOLE   63,499 0 0
DECKERS OUTDOOR CORP COM 243537107 1,427 12,036 SH   SOLE   12,036 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,941 50,849 SH   SOLE   50,849 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,219 60,948 SH   SOLE   60,948 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,024 14,975 SH   SOLE   14,975 0 0
DOMINOS PIZZA INC COM 25754A201 10,315 34,990 SH   SOLE   34,990 0 0
DOMTAR CORP COM NEW 257559203 1,567 30,030 SH   SOLE   30,030 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,627 22,069 SH   SOLE   22,069 0 0
EATON CORP PLC SHS G29183103 1,355 15,619 SH   SOLE   15,619 0 0
ELECTRONIC ARTS INC COM 285512109 2,136 17,725 SH   SOLE   17,725 0 0
EQT CORP COM 26884L109 3,170 71,669 SH   SOLE   71,669 0 0
EXXON MOBIL CORP COM 30231G102 815 9,591 SH   SOLE   9,591 0 0
FACEBOOK INC CL A 30303M102 21,327 129,679 SH   SOLE   129,679 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,876 61,209 SH   SOLE   61,209 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 2,398 95,563 SH   SOLE   95,563 0 0
FORTINET INC COM 34959E109 2,092 22,668 SH   SOLE   22,668 0 0
GILEAD SCIENCES INC COM 375558103 5,325 68,973 SH   SOLE   68,973 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,745 12,241 SH   SOLE   12,241 0 0
GRAHAM HLDGS CO COM 384637104 2,054 3,546 SH   SOLE   3,546 0 0
GRAINGER W W INC COM 384802104 2,683 7,507 SH   SOLE   7,507 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,681 36,441 SH   SOLE   36,441 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,623 155,907 SH   SOLE   155,907 0 0
HAEMONETICS CORP COM 405024100 1,541 13,448 SH   SOLE   13,448 0 0
HARLEY DAVIDSON INC COM 412822108 2,288 50,522 SH   SOLE   50,522 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 1,597 29,278 SH   SOLE   29,278 0 0
HESS CORP COM 42809H107 3,905 54,555 SH   SOLE   54,555 0 0
HILL ROM HLDGS INC COM 431475102 3,823 40,493 SH   SOLE   40,493 0 0
HOLLYFRONTIER CORP COM 436106108 1,326 18,967 SH   SOLE   18,967 0 0
HOME DEPOT INC COM 437076102 10,760 51,945 SH   SOLE   51,945 0 0
HOST HOTELS & RESORTS INC COM 44107P104 2,135 101,183 SH   SOLE   101,183 0 0
ICU MED INC COM 44930G107 2,345 8,293 SH   SOLE   8,293 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,597 157,021 SH   SOLE   157,021 0 0
INSPERITY INC COM 45778Q107 794 6,734 SH   SOLE   6,734 0 0
INTEL CORP COM 458140100 2,325 49,168 SH   SOLE   49,168 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,014 39,771 SH   SOLE   39,771 0 0
INTUIT COM 461202103 3,067 13,488 SH   SOLE   13,488 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 1,812 165,042 SH   SOLE   165,042 0 0
JABIL INC COM 466313103 2,366 87,388 SH   SOLE   87,388 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 1,692 62,776 SH   SOLE   62,776 0 0
JOHNSON & JOHNSON COM 478160104 7,064 51,126 SH   SOLE   51,126 0 0
JONES LANG LASALLE INC COM 48020Q107 2,538 17,586 SH   SOLE   17,586 0 0
JPMORGAN CHASE & CO COM 46625H100 18,938 167,829 SH   SOLE   167,829 0 0
JUNIPER NETWORKS INC COM 48203R104 981 32,727 SH   SOLE   32,727 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 4,388 38,736 SH   SOLE   38,736 0 0
KELLOGG CO COM 487836108 1,158 16,535 SH   SOLE   16,535 0 0
KIMCO RLTY CORP COM 49446R109 1,334 79,664 SH   SOLE   79,664 0 0
KINDER MORGAN INC DEL COM 49456B101 2,529 142,655 SH   SOLE   142,655 0 0
LHC GROUP INC COM 50187A107 2,433 23,622 SH   SOLE   23,622 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,660 6,049 SH   SOLE   6,049 0 0
LOUISIANA PAC CORP COM 546347105 2,165 81,746 SH   SOLE   81,746 0 0
LOWES COS INC COM 548661107 4,544 39,573 SH   SOLE   39,573 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,019 39,208 SH   SOLE   39,208 0 0
MARATHON OIL CORP COM 565849106 2,456 105,487 SH   SOLE   105,487 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,839 15,604 SH   SOLE   15,604 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,318 77,797 SH   SOLE   77,797 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 4,887 86,670 SH   SOLE   86,670 0 0
MCDONALDS CORP COM 580135101 15,351 91,761 SH   SOLE   91,761 0 0
MERCK & CO INC COM 58933Y105 9,326 131,468 SH   SOLE   131,468 0 0
MICROSOFT CORP COM 594918104 33,410 292,124 SH   SOLE   292,124 0 0
MKS INSTRUMENT INC COM 55306N104 2,438 30,417 SH   SOLE   30,417 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,716 201,138 SH   SOLE   201,138 0 0
MOODYS CORP COM 615369105 4,273 25,556 SH   SOLE   25,556 0 0
MORGAN STANLEY COM NEW 617446448 4,912 5,000,000 SH   SOLE   82,066 0 0
MURPHY OIL CORP COM 626717102 1,705 51,149 SH   SOLE   51,149 0 0
NETAPP INC COM 64110D104 3,963 46,144 SH   SOLE   46,144 0 0
NEWFIELD EXPL CO COM 651290108 2,461 85,379 SH   SOLE   85,379 0 0
NIKE INC CL B 654106103 8,138 96,053 SH   SOLE   96,053 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,532 25,106 SH   SOLE   25,106 0 0
OMNICOM GROUP INC COM 681919106 3,570 52,480 SH   SOLE   52,480 0 0
ORACLE CORP COM 68389X105 1,121 21,734 SH   SOLE   21,734 0 0
PARK HOTELS RESORTS INC COM 700517105 1,174 35,785 SH   SOLE   35,785 0 0
PAYPAL HLDGS INC COM 70450Y103 5,301 60,344 SH   SOLE   60,344 0 0
PBF ENERGY INC CL A 69318G106 919 18,406 SH   SOLE   18,406 0 0
PEPSICO INC COM 713448108 6,017 53,821 SH   SOLE   53,821 0 0
PFIZER INC COM 717081103 7,156 162,389 SH   SOLE   162,389 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,236 31,102 SH   SOLE   31,102 0 0
PRICE T ROWE GROUP INC COM 74144T108 4,394 40,250 SH   SOLE   40,250 0 0
PROLOGIS INC COM 74340W103 20,664 304,820 SH   SOLE   304,820 0 0
PRUDENTIAL FINL INC COM 744320102 3,839 37,889 SH   SOLE   37,889 0 0
QUALCOMM INC COM 747525103 2,958 41,072 SH   SOLE   41,072 0 0
QUALYS INC COM 74758T303 3,718 41,731 SH   SOLE   41,731 0 0
RED HAT INC COM 756577102 1,138 8,348 SH   SOLE   8,348 0 0
REGIONS FINL CORP NEW COM 7591EP100 3,719 202,648 SH   SOLE   202,648 0 0
REPUBLIC SVCS INC COM 760759100 11,184 153,929 SH   SOLE   153,929 0 0
ROSS STORES INC COM 778296103 5,417 54,661 SH   SOLE   54,661 0 0
RYDER SYS INC COM 783549108 2,181 29,845 SH   SOLE   29,845 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 1,609 69,593 SH   SOLE   69,593 0 0
SALESFORCE COM INC COM 79466L302 12,188 76,638 SH   SOLE   76,638 0 0
SHAKE SHACK INC CL A 819047101 2,446 38,826 SH   SOLE   38,826 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,824 20,032 SH   SOLE   20,032 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,007 32,801 SH   SOLE   32,801 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 2,330 12,883 SH   SOLE   12,883 0 0
STATE STR CORP COM 857477103 5,127 61,201 SH   SOLE   61,201 0 0
STEEL DYNAMICS INC COM 858119100 2,030 44,917 SH   SOLE   44,917 0 0
STRYKER CORP COM 863667101 7,789 43,837 SH   SOLE   43,837 0 0
SUNTRUST BKS INC COM 867914103 8,329 124,708 SH   SOLE   124,708 0 0
SVB FINL GROUP COM 78486Q101 13,218 42,524 SH   SOLE   42,524 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,075 160,204 SH   SOLE   160,204 0 0
TARGET CORP COM 87612E106 2,997 33,973 SH   SOLE   33,973 0 0
TE CONNECTIVITY LTD REG SHS H84989104 4,576 52,043 SH   SOLE   52,043 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,649 169,496 SH   SOLE   169,496 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 1,736 57,058 SH   SOLE   57,058 0 0
TERADATA CORP DEL COM 88076W103 1,587 42,080 SH   SOLE   42,080 0 0
TERADYNE INC COM 880770102 2,241 60,596 SH   SOLE   60,596 0 0
TJX COS INC NEW COM 872540109 3,300 29,462 SH   SOLE   29,462 0 0
TRACTOR SUPPLY CO COM 892356106 3,286 36,155 SH   SOLE   36,155 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 958 12,552 SH   SOLE   12,552 0 0
UNITED CONTL HLDGS INC COM 910047109 2,250 25,268 SH   SOLE   25,268 0 0
UNITED NAT FOODS INC COM 911163103 484 16,144 SH   SOLE   16,144 0 0
UNITEDHEALTH GROUP INC COM 91324P102 22,935 86,207 SH   SOLE   86,207 0 0
V F CORP COM 918204108 2,472 26,457 SH   SOLE   26,457 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,458 39,194 SH   SOLE   39,194 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 57,996 387,547 SH   SOLE   387,547 0 0
VANGUARD STAR FD VG TL INTL STK F 921909768 14,016 259,557 SH   SOLE   259,557 0 0
VARONIS SYS INC COM 922280102 2,429 33,163 SH   SOLE   33,163 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,418 213,868 SH   SOLE   213,868 0 0
VIRTUSA CORP COM 92827P102 732 13,626 SH   SOLE   13,626 0 0
VISA INC COM CL A 92826C839 22,938 152,831 SH   SOLE   152,831 0 0
VMWARE INC CL A COM 928563402 3,238 20,746 SH   SOLE   20,746 0 0
VULCAN MATLS CO COM 929160109 2,279 20,493 SH   SOLE   20,493 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,029 68,986 SH   SOLE   68,986 0 0
WALMART INC COM 931142103 11,842 126,098 SH   SOLE   126,098 0 0
WESTROCK CO COM 96145D105 3,365 62,977 SH   SOLE   62,977 0 0
WINGSTOP INC COM 974155103 3,105 45,484 SH   SOLE   45,484 0 0
XPO LOGISTICS INC COM 983793100 9,984 87,450 SH   SOLE   87,450 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,646 127,583 SH   SOLE   127,583 0 0
ZOETIS INC CL A 98978V103 15,617 170,562 SH   SOLE   170,562 0 0